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Question

GL balance inquiry

  • February 22, 2024
  • 2 replies
  • 117 views

dsimmerly
Pro I
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Has anyone one been able to create a GI that is one line per GL Account and a column for each periods ending balance?  That is for account 1234 I want to see a column for period 01, period 02, etc.

I struggled with this forever

I would love to see if someone has accomplished this

 

 

2 replies

Laura02
Captain II
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  • Captain II
  • 3132 replies
  • February 23, 2024

Hello @dsimmerly ,

I think a financial report or Ve lixo could easily produce a report or an Excel with one line per account and a column for each period’s ending balance. And I agree thata GI to create the same would be very difficult.

I’d like to understand why you specifically need to use Generic Inquiry to meet this need. Guessing, so that it can be used further in business events?

 

Thank you.

Laura


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2768 replies
  • April 1, 2024

Hi @dsimmerly were you able to find a solution? Thank you!


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